Scott Robison is a financial advisor at Ameriprise with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Cetera, CBIZ, Bank of America, and Merrill. Robison also provides client service support, financial planning, and investment advisory services through an associate financial advisor role. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm provides non-discretionary, research-driven recommendations focused on income sources, Social Security options, tax-efficient withdrawals, and asset management, supported by a centralized consulting team and algorithmic tools.

Joel Alderson is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at multiple firms including Comprehensive Retirement Solutions, AGH Wealth Management, and Flint Hills National Golf Course. Joel is also involved with Prosperity Tax Center, LLC, where he refers clients to a CPA for tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Lauri Gray is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She worked at UBS Financial Services from 2013 to 2020 before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo’s research and tools to develop customized recommendations.

Bradley See is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has a combined tenure at affiliated firms spanning over two decades. Outside of advisory services, he also works as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of strategies and platform arrangements tailored to client objectives.

Hardeep Kaur is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing extensive experience in the financial services industry. With over 30 years of professional background, she combines a deep understanding of market cycles with first-hand knowledge of family business operations to deliver tailored financial guidance and strategic solutions. Her practice focuses on a planning-based approach to help accomplished clients pursue their long-term goals, including corporate executives, business owners, physicians, attorneys, and individuals managing complex wealth situations such as concentrated stock positions and executive compensation. Before joining Merrill, Hardeep worked in institutional finance for 15 years, holding director-level positions at multiple firms. She holds a Bachelor's degree in International Business from Hofstra University and an MBA with a specialization in Finance from Baruch College. Her professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English, Hindi, and Punjabi, she is equipped to serve a diverse client base. Outside of her advisory role, Hardeep and her husband are actively involved in community service. She serves on the board of TAARA, an organization dedicated to rescuing and empowering survivors of sex trafficking, while her husband participates with Bonnie Brae, a New Jersey school and residential community for at-risk boys and families in crisis. Her personal interests include hiking, pickleball, reading, table tennis, tennis, and traveling.

Marcia Daniel Baron is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America N.A., Merrill, and Wells Fargo in various capacities since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and organizations.

Jeffrey Meyers is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, with 34 years of industry experience. He has worked at firms including Cetera Advisor Networks LLC and Summit Financial Group Inc. He is the owner of Meyers Wealth Management, LLC, a marketing entity serving clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

John Mackay III is a CFA® charterholder with 17 years of industry experience. He is currently with Edelman Financial Engines, where he has worked since 2025. Prior to this, he spent 15 years at American Century Investment Services, Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Tara Ysquierdo Krouse is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Nathan Mize is a Certified Financial Planner (CFP®) and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017, based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Colin Flathman is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked with firms including Comprehensive Retirement Solutions and Prosperity Advisors LLC. Outside of his advisory role, he is a referrer for Prosperity Tax Center, LLC, a tax and accounting business. Cetera is a nationwide SEC-registered investment adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Daniel Berman is a financial advisor at Fidelity with Series 63 and Series 66 designations and 29 years of industry experience. His prior roles include positions at Charles Schwab and New York Life Insurance Co. He is based in Overland Park, KS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered investment companies.

Kolby Harris is a Series 66-registered financial advisor with Equitable Advisors, based in Overland Park, KS, and has four years of industry experience. Prior to joining Equitable Advisors, he held positions in educational institutions and athletic organizations. Outside of his advisory role, he works as a play-by-play broadcaster with Harris Media Services. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Kevin Wood is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Waddell & Reed and Mid-Missouri Group LLC. Wood has participated in community organizations such as the Cass County Historical Society and the Freedom's Frontier National Heritage Area. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven approaches.

Michael Lewis is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011. In this role, he focuses on wealth planning and assisting clients in achieving their financial goals. Prior to his current position, he held roles at Fidelity as Account Executive and Investment Representative, gaining experience in client service and investment management. Before joining Fidelity, Michael worked as a Registered Representative at Transamerica Financial Advisors from 2006 to 2010 and at New England Financial from 2004 to 2006. His professional background encompasses various aspects of financial consulting and investment advising. Outside of his professional responsibilities, Michael enjoys cooking and baking, participating in family activities, and engaging in sports such as football and golf. He is also involved in volunteering activities.

Brooke Miller is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 16 years of industry experience. Prior to joining RBC in 2022, she worked at Merrill and Raymond James & Associates. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ specific risk profiles and utilizing both in-house and third-party investment resources.

William Christie is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its affiliates since 2014. Outside of his advisory work, he is a part-time tennis instructor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Timothy Merchant is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He previously worked at Securities America Advisors and Mass Mutual Investors Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a variety of discretionary and non-discretionary portfolio management strategies.

Luke Harding is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works closely with clients to understand their financial goals and develop tailored investment strategies. He has extensive experience within Fidelity Investments, having served in various capacities including Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. These roles have provided him with a broad perspective on financial planning and client relationship management. Outside of his professional work, Luke enjoys activities such as comedy, spending time with family, fitness, football, movies, and traveling.

Nandawin Nwe is a financial advisor at Wells Fargo Clearing with two years of industry experience. Prior to joining Wells Fargo, Nwe worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, Nwe has experience in the restaurant industry, having worked at Mr Cao Japanese Steak House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of financial advisors and uses research and analytics to support investment decision-making across brokerage and advisory solutions.